SAP

Business Planning
and Consolidation
Inese Jargane
30.10.2008.
09:48

Agenda

What is SAP Business Planning and Consolidation?

Business process flow

Planning






Headcount planning
Operation expenses planning
Capital expenditure planning
Balance sheet and Profit Loss Planning

Consolidation
Reporting
Performance Management Dashboard
MS Word and MS PowerPoint interfaces
SAP BPC Platforms
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Planning involves thinking ahead and

is process of modeling future business
activities.

Planning and Consolidation goals

Align financial and operational

plans with strategic objectives and
goals
Improve planning accuracy and
associated costs
Reduce budget cycle time
Spend more time on analysis and
less time on transactional work
Quickly model potential business
strategies
Confidence in financial results and
reports

SAP BPC
Stremline planning, budgeting, forecasting,
consolidation
Familiar and easy to use


Enables rapid adoption by leveraging native
Microsoft Office tools (e.g. Excel) and web
browsers accessing


All data are stored in a central database.


User owned and managed.
Process-centric


Configurable business process flows guide
users and drive process consistency.
Unified


Single, integrated application reduces
maintenance, improves data integrity, and
simplifies deployment while enabling
flexible planning & consolidation functions.

Business Process flow

Allow to pre-package and

sequence application
tasks for different
departments

Users are guided step by

step through the business
process, reducing user
training requirements

Managers can instantly

see where everyone is in a
process

Allow automatically to
send e-mail notifications to
participants to expedite
progress

Coordinate required
approvals for each step

Data input

Choice of Excel, Word,

Powerpoint and WEB
interfaces

Easy adoption of existing

Excel templates as
planning schedules

Allows use of native

Excel functions,
formatting, and formula
preservation, reducing
training time and costs

Enter plan data manually

Copy existing plan or

actual data

Collaboration via Comments

Allow to annotate
the data so that
other users can
view the comments

Priority

Keyword

Comment history

Commentary report

Top-Down planning

Establish high-level
plans and drive them
down to lower areas of
the business

Flexible allocation rules

that can be
automatically applied,
user defined

Targets/strategic plans
are held in the same
unified application,
making comparisons to
budget, forecast,
actuals, etc

Version/ Scenario creation

Users have the ability to

quickly and easily create their
own versions and what-if
scenarios from any other
category

Creating versions automatically

copies the base amounts,
drivers, statistics, etc. to allow
immediate visibility into the
fully calculated new version

Users can specify which

elements from the source data
should be copied

Source data elements, such as

departments, versions, etc. are
secured ensuring users only
have access to data that is
relevant to their area of
responsibility

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Approval process

SAP BPC automatically

generates email
notification to notify users
when processes are
ready to begin or require
review

Business process flows

enable compliance and
ensure control in the
process

Users are prevented from

moving forward in the
business process flow
until appropriate
review/sign-off is
received

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Headcount planning

Authorized users can track

detailed information by
employee

Salary increases are

budgeted based on
corporate guidelines and
procedures (e.g.:
Anniversary).

Users can be required to

provide commentary when
corporate limits are
exceeded.

SAP BPC will

automatically calculate
personnel expenses, such
as taxes, insurance, etc.

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Operational expenses planning

SAP BPC allows users

may want to plan annual
amounts, then spread over
across time based on
different methodologies
including: Even, last year,
4-4-5, growth/decline, or
any other custom type

End users can capture

additional detail per line
item in a free form
environment

Supporting details are

captured and stored within
the application, allowing
greater visibility into
planning methodologies

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Capital expenditure planning

SAP BPC will maintain

global values for standard
capital items

Users have the option of

entering unit values which
will calculate total capex
spend based on global
cost assumptions

Non standard assets can

be entered free form by
users and associated to a
specified project, class,
etc.

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Balance sheet and Cash flow

planning

SAP BPC allows powerful

modeling using drivers,
including balance sheet
drivers

Drives can be defined for

different locations and
lines of businesses

Users can set targets for

items such as DSO and
DPO which will drive the
respective accounts on the
balance sheet

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Consolidation

As users enter
information, data is
immediately calculated &
consolidated

Updated information is
immediately available
everywhere in the
application

Easily strip out variances

due to exchange rate
fluctuation from true
business variances

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Microsoft Word and PowerPoint

interfces

Users can choose the

familiar interface that
is best suited to their
purpose
Word & PowerPoint
are automatically
updated with
administrative
changes (such as
adding accounts, reorganizing entities,
etc.)
No copy/paste from
another interface
required; SAP delivers
a direct view into the
application from all
interfaces

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Dual Platform strategy

SAP Business Planning
and Consolidation 5.x

Today

H2
2008

SAP Business Planning and

Consolidation 7.0, version for
SAP NetWeaver

SAP Business Planning and

Consolidation 7.0, version for
the Microsoft platform

H1
2009

SAP Business Planning and

Consolidation 7.0, version for
SAP NetWeaver enhancement
pack or support pack*

SAP Business Planning and

Consolidation 7.5, version for
the Microsoft platform

Microsoft-based
SAP-based

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SAP BPC 7.0 MS Platform

Client
Admin

MS Office Clients

Web

Other

HTTP / SOAP

Web Server (IIS) & .NET Application Server

Web Services

Application Services

Platform Services

MDX

SQL

UNC

Data
OLAP (MSAS)

Relational Database
(MS SQL Server)

File Share

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SAP BPC 7.0 NW platform

SAP Business Planning and Consolidation Client
MS Office

Admin

Web

(Excel, Word, PowerPoint)

Other

HTTP / SOAP

Web Server (IIS) & .NET Application Server

Web Services
Conversion & Application Services
RFC Calls

SAP NetWeaver BI* (ABAB Application Server)

MDX

Application Logic

SAP NetWeaver BI OLAP Engine

SQL

Database
Relational Database
(Any that SAP NetWeaver Supports)

In-Memory (optional)
File Storage

BI Accelerator

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SAP recommends BPC Planning

for all new planning customers
SAP recommends for all
customers who have
not yet chosen, begun
implementing, or
implemented an SAP
planning
solution, consider SAP
BPC as their best
choice moving forward

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Preliminary FPM Product roadmap:

Business Planning
Existing solutions

BOBJ-

BOBJPlan Ext

Plan XIR2

SAP-BPC

SAP-BPC

SAP-BOBJ

FPM 8.0

SAP-BPC

Q4 2008

SAP-BPC

H1 2009

BOBJ BI Integration

*SEM-BPS

NetWeaver BI Integration

*NW BI-IP

FPM 7.5: Initial Product

Integration

FPM 7.0: Current SAP &

BOBJ Plan

Next-Gen
FPM Suite

2010

BOBJ
SAP

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Thank You!

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